HORAN Capital Advisors

By David Templeton, CFA | Weekly Articles: October 13, 2013

Have We Reached Peak Entitlements?

<i>There is no way an economy that grows by 75% every 25 years can fund entitlement programs expanding by 500% or more over the same time period.</i> <b><br>One</b> …

Funding Entitlements With An Ever Increasing Government Debt Burden

In an attempt to add some perspective to the issues influencing the stalemate in Washington, DC, one overriding issues is the rate of growth of the …

14 American Housing Markets Drowning In Foreclosures

Housing

A testament to the resilience of markets: World stock market capitalization is nearly back to pre-recession, pre-crisis levels • AEI

The Paris-based World Federation of Exchanges (WFE), an association of 58 publicly regulated stock market exchanges around the world, recently …

debt limit

News in Charts: What Happens if the US Defaults? | Lipper Alpha Insight

<i>This research note is provided by Fathom Consulting. All of the charts below and many many more, covering a range of topics and countries on both the</i> …

Idea Of The Week: Government Shutdown Puts Investors On The Defensive | Lipper Alpha Insight

<b>As the U.S. federal government shutdown drags on, investment reaction is emerging. Investors are flocking towards defensive sectors and away from</b> …

The Kirk Report

Lipper Fund Flows - Politics Run The Markets: All Major Fund Classes Suffer Net Outflows | Lipper Alpha Insight

<b>Ignoring better-than-expected initial jobless claims reported for the week ended October 9, plus a good start to the unofficial beginning of earnings</b> …

Federal Reserve

Saturday links: exercising good judgment

<i>The weekend is a great time to catch up on some long form items that we passed up on during the week. Thanks for checking in.</i><p><b>Investing</b><p>A dozen things …

Financial Planning Is All About Setting Priorities

Executive Summary<p>If clients could simply accomplish everything they wanted, at once, with the resources they had, financial planning would be …

Europe’s Recovery (excerpt)

Europe’s Recovery (excerpt)<p>The OECD Leading Composite Index for Europe is confirming the region's recovery. It is up for the past 11 consecutive …

Tracking important market prices

Last week I argued that the lack of government-provided statistics was not really a problem, since there are lots of real-time, market-based prices …

Earnings Roundup: Earnings Preseason Results Suggest Improved Profits On The Horizon | Lipper Alpha Insight

<b>So far, 62% of companies that have reported Q3 earnings have surpassed their consensus analyst earnings estimates. This is close to the 63% that beat</b> …